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will be multiple expansion. we're selling 13 and a half, 14 times 2013 earnings. in a low interest-rate environment that is very cheap. we can easily get up to 15, 16, even 17 and not be out of line with historical experience. i think it is multiple expansion that is going to be the key because, again, we know there are $10 trillion in money funds or in bank accounts earning nothing. people are eventually going to say, hey, i am going to go get some of that dividend income. i am going to move back. it has only been done little but so far. we could see a much bigger movement and one that i think is fully justified by the fundamentals behind the market. david: are you surprised more money has not come out of the bond fund? there has been a lot of money going into stock fund, but there has not been a big drop-off, frankly not at all, of money in bond funds. why not? >> i think, again, a lot of people cling to the bond funds because if their is a crisis, like we saw in greece, the treasury market possible little bit. if you hold treasury's you can look at those and say, that cushioned the decline in th
russian stock for eight last 18 years for a very limped time. the environment they operate in is not what we're looking for sustainable growth over a period of time. lauren: so many of these emerging markets have rampant corruption. last week i was in vietnam. i was in cambodia. that is all i heard. so as an investor do you want to go into a government where the company has to, pay money here and there to get what they want done? >> no, you don't. and not that even in our own country this has never happened before, as it has. but you have to be selective. there's a lot of lack of transparency in the russian market and the chinese market. there is issues in the indian market as well but there are still companies with great corporate governance that have a long operating history of providing shareholders with the kind of returns that help them achieve --. david: the problem you're company peting with investors like chinese investors who are willing to bribe and the chinese are everywhere in these emerging markets. >> well they are, and it is sad if you looked at the situation with sino fore
environment. sandra: so, tuna, you're saying this move away from pay tv. will hit every provider than one. >> comcast, the reason they bought nbc universal to protect themselves a little bit on the distribution exposure that they have. what you're seeing guys like disney and cbs and parent company news corp are considered some of the premier content providers out there, someone like content nirvana, right? so the industry is going through a renaissance where a lot of company we're recommending leveraging content and monetizing them in a very, very fragmented landscape where the consumer has a lot more options than ever before. so i think the balance of power is gradually and will continue to shift in favor of branded entertainment content. adam: i think jay leno would agree with you on nbc call because he thinks they're extinct. let me ask you this. what content creators do you like? i think we're one of them, news corp, the parent company of fox business. who do you like? what companies do you really see as doing well because of this? i know that the time warner pays us to carry programi
and are starting to increase dividends. an increase in the interest rate environment for the banks would be positive for the bottom line. shibani: ralph, what about you? anything you're staying away from and you wouldn't touch with a 10 foot pole? >> i mentioned it before the emerging markets have been lagging. i think it is too early to buy into emerging markets. i think part of that problem is the fact that there is a question about growth and, as a result of that, you have a lot of the commodity not doing very, very well like steel and copper and things like that. i think i would avoid that for a while. shibani: all right, ralph and jim, thank you very much for joining us today. david: thanks, gentlemen. happy weekend. >> thank you. >> you too. shibani: leaders of the european union are locked in bailout talks as the clock wind down for the country to raise 5.8 billion euros in order to receive a much-needed bailout. we'll go live to the heart of all the action to cyprus. david: how many people would buy that country right now, speaking of cyprus, the idea of confiscating people's inc
Search Results 0 to 3 of about 4